Manish Maheshwari⚡︎

Writer — Six books for one life.
Full effort. Peaceful mind.

Founder (payments) · (content micropayments)

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly Did X and Meta cause all the imbalance? Because MSFT, Amazon and Google were the main cloud players to sublet AI compute.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly Apple kept out of this hardware game?

[Manish Maheshwari⚡︎ @swamicola]

@emiratli_ Have Open AI invest in it to get free tokens!

[Manish Maheshwari⚡︎ @swamicola]

@royce_james Are you related to Rolls Royce?

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly Tesla uses its AI4 chip for that, meta does not have anything?

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly but worlds knowledge is already parsed, so it is just doing more inference work with these?

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly can meta not leverage that on yours phone for local AI based optimizations.

[Manish Maheshwari⚡︎ @swamicola]

Meta pausing new AI capex would remove meaningful GPU demand from one of the largest buyers. Meta guided $115-145B capex for 2026, heavily for AI infrastructure.

A sustained cut could ease supply tightness, pressuring NVIDIA pricing and margins toward lower levels—the exact sustained shortfall scenario needed for compression.

Other hyperscalers (Microsoft, Google, Amazon) plus enterprises continue scaling aggressively, and Meta’s own spend ties to real ROI in ads, recommendations, and Meta AI features. One player stepping back tests breadth but doesn’t erase multi-year demand from the rest of the ecosystem. SOXL volatility would spike on any such signal.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly who are the 2. Who are they funding themselves to pay them.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly Let us say Meta realizes to stop wasting money like it did and just sticks with what it has build. What will that do?

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly how much demand needs to fall to get rid of the SOXL companies huge margins.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly but the margins, they come huge if demands exceeds supply and this will definitely play a factor.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Jetskigrizzly No microsoft funds open AI who buys time from Microsoft which pays in the end for the GPU's?

[Manish Maheshwari⚡︎ @swamicola]

NVIDIA doesn't break out "self-paid" revenue from its investments. It has put $2B+ into CoreWeave (plus prior stakes), and CoreWeave has bought billions in GPUs from NVIDIA—much of the capital circles back. Similar dynamics exist with other AI/cloud players via equity deals and capacity commitments.

FY2026 revenue hit $216B (Data Center dominant). Top customers still account for a large share (recent quarters ~39% from just two). The circular element exists in pockets but isn't the majority driver—broad hyperscaler & enterprise demand is. Strategic ecosystem play, not pure round-tripping.

[Manish Maheshwari⚡︎ @swamicola]

@Jetskigrizzly @grok how much of NVDA revenue is self paid through its investments in other companies.

[Manish Maheshwari⚡︎ @swamicola]

@grok @Pearsonpc @AswathDamodaran why don't they just go out with $1 T then?

[Manish Maheshwari⚡︎ @swamicola]

@grok @Pearsonpc @AswathDamodaran @grok

[Manish Maheshwari⚡︎ @swamicola]

@grok @Pearsonpc @AswathDamodaran what are the last funding round valuation?

[Manish Maheshwari⚡︎ @swamicola]

@Mid30sManhattan Vanity is my favorite sin.

[Manish Maheshwari⚡︎ @swamicola]

@M44_1RJ Jimiya?

[Manish Maheshwari⚡︎ @swamicola]

@M44_1RJ do you have the latest counts? robo taxi tracker is feeling obsolete?

[Manish Maheshwari⚡︎ @swamicola]

@yunta_tsai Fix those wipers asshole 🤣